* feat(dashboard): unified "Att göra" worklist section on Hem The pilot's core complaint: pending work was scattered across Transaktioner, Underlag and Ny verifikation with no single starting point. Hem now carries one flat Att göra ledger — three bands by session intent (Bokför / Granska & komplettera / Bevaka), every count read from lib/worklist (the same source as the sidebar badges, so the numbers can never disagree), and an "Allt klart!" empty state. Suggested transaction↔invoice matches render inline with one-click Bekräfta posting to the existing match endpoints; rows fade out optimistically and counts re-sync from /api/worklist/counts. Replaces the "Att hantera" alert-card grid — whose warning/destructive chrome borders violated the design system — with neutral hairline rows; urgency is now carried by Badge variants only. The "Att göra" KPI tile switches to the worklist total, and the home page drops eight inline pending-work queries (incl. the legacy receipts queue, superseded by the inbox category) in favour of getWorklistCounts(). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(dashboard): address PR #674 review — count/visibility consistency greptile found two real contradictions in the Att göra section: - Expiring bank connections rendered a Bevaka row without counting toward the header total — a user with only an expiring consent read "0 kvar" next to a visible action row. The section header and the KPI tile now both show worklist.total + expiring connections. - deadline_action counted toward the total but had no row, so deadline-only users saw "Allt klart!" under a non-zero tile. Bevaka gains a "Moms- och skattedeadlines" row linking to /deadlines. Invariant after this commit: every count that feeds a displayed total has a visible row, and the tile and section header always agree. Also per compliance review: a failed counts refetch after a confirmed match now logs via console.error (Sentry-observable) instead of being silently swallowed. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
380 lines
16 KiB
TypeScript
380 lines
16 KiB
TypeScript
'use client'
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import { useState, useEffect } from 'react'
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import Link from 'next/link'
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import { useTranslations } from 'next-intl'
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import { Card, CardContent } from '@/components/ui/card'
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import { Badge } from '@/components/ui/badge'
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import { cn, formatCurrency } from '@/lib/utils'
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import { UpcomingDeadlinesWidget } from '@/components/deadlines/UpcomingDeadlinesWidget'
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import { TaxTodoWidget } from '@/components/deadlines/TaxTodoWidget'
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import NewUserChecklist from '@/components/onboarding/NewUserChecklist'
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import AttGoraSection from '@/components/dashboard/AttGoraSection'
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import {
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Receipt,
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ArrowLeftRight,
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ChevronRight,
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CheckCircle2,
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Clock,
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ArrowRight,
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MessageCircle,
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} from 'lucide-react'
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import type { Deadline, OnboardingProgress } from '@/types'
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import type { SuggestedMatch, WorklistCounts } from '@/lib/worklist/types'
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import { getBranding } from '@/lib/branding/service'
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const setupFreshStartKey = (companyId: string) => `erp_setup_fresh_start:${companyId}`
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interface DashboardContentProps {
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companyId: string
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summary: {
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ytd: { income: number; expenses: number; net: number }
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mtd: { income: number; expenses: number; net: number }
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unpaidInvoicesCount: number
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unpaidInvoicesTotal: number
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unpaidVatTotal: number
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overdueInvoicesCount: number
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bankBalance: number | null
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expiringBankConnections?: { id: string; bank_name: string; days_left: number }[]
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deadlines: Deadline[]
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staleUncategorizedCount: number
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}
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/** Unified pending-work counts from lib/worklist — same source as the sidebar badges. */
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worklist: WorklistCounts
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/** High-confidence transaction↔invoice matches for inline one-click confirm. */
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suggestedMatches: SuggestedMatch[]
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onboardingProgress?: OnboardingProgress
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/**
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* False until the company has a verified agent_profile. When false the hero
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* slot shows a build-assistant prompt instead of the next-best-action card,
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* so existing/migrated users are nudged to build the assistant without a
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* full-screen onboarding takeover.
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*/
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agentBuilt?: boolean
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}
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export default function DashboardContent({ companyId, summary, worklist, suggestedMatches, onboardingProgress, agentBuilt = true }: DashboardContentProps) {
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const t = useTranslations('dashboard')
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// The setup gate exists to nudge brand-new users into a data-import step
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// before they hit the dashboard. Once the assistant is built we treat the
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// user as past that phase — they've already committed to using the tool —
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// and let the dashboard render normally. This also keeps the sandbox
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// (which ships with a pre-built assistant + seeded data but no bank
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// connection / SIE import) from showing a checklist that re-links to
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// /onboarding/agent.
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const needsSetup =
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!agentBuilt &&
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onboardingProgress &&
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!onboardingProgress.hasBankConnected &&
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!onboardingProgress.hasSIEImport
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const [setupGateActive, setSetupGateActive] = useState(!!needsSetup)
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useEffect(() => {
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if (!needsSetup) {
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setSetupGateActive(false)
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return
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}
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const scopedKey = setupFreshStartKey(companyId)
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const freshStart = localStorage.getItem(scopedKey) === 'true'
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const legacyFreshStart = localStorage.getItem('erp_setup_fresh_start') === 'true'
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const legacyDismissed = localStorage.getItem('erp_checklist_dismissed') === 'true'
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if (freshStart || legacyFreshStart || legacyDismissed) {
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if (!freshStart) {
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localStorage.setItem(scopedKey, 'true')
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}
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setSetupGateActive(false)
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}
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}, [needsSetup, companyId])
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if (setupGateActive) {
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return (
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<NewUserChecklist
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hasBookkeepingImported={!!onboardingProgress?.hasSIEImport}
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hasBankConnected={!!onboardingProgress?.hasBankConnected}
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hasSkatteverketConnected={!!onboardingProgress?.hasSkatteverketConnected}
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hasAgentBuilt={agentBuilt}
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onFreshStart={() => {
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localStorage.setItem(setupFreshStartKey(companyId), 'true')
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setSetupGateActive(false)
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}}
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/>
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)
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}
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const formatLargeNumber = (amount: number) => {
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return new Intl.NumberFormat('sv-SE', {
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style: 'decimal',
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minimumFractionDigits: 0,
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maximumFractionDigits: 0,
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}).format(amount)
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}
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// One number, one source: the worklist total plus expiring bank connections
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// (dashboard-only, not a lib/worklist category). Must match AttGoraSection's
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// header so the tile and the section never disagree.
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const todoCount = worklist.total + (summary.expiringBankConnections?.length ?? 0)
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const slim = getBranding().navDensity === 'slim'
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// Pick the single most-urgent next action so the launchpad surfaces one
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// unambiguous CTA. Order matches the friction we actually want to remove
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// first: stale → overdue → uncategorized → unpaid → all clear.
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const nextBestAction = (() => {
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if (summary.staleUncategorizedCount > 0) {
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return {
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href: '/transactions',
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title: 'Gamla transaktioner väntar',
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body: `${summary.staleUncategorizedCount} transaktion${summary.staleUncategorizedCount === 1 ? '' : 'er'} äldre än 14 dagar saknar bokföring.`,
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cta: 'Bokför nu',
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tone: 'destructive' as const,
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icon: Clock,
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}
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}
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if (summary.overdueInvoicesCount > 0) {
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return {
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href: '/invoices?status=unpaid',
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title: 'Förfallna fakturor',
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body: `${summary.overdueInvoicesCount} st · ${formatCurrency(summary.unpaidInvoicesTotal)}`,
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cta: 'Gå till fakturor',
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tone: 'destructive' as const,
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icon: Receipt,
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}
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}
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if (worklist.counts.book_transaction > 0) {
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const n = worklist.counts.book_transaction
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return {
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href: '/transactions',
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title: 'Transaktioner att bokföra',
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body: `${n} obokförd${n === 1 ? '' : 'a'} transaktion${n === 1 ? '' : 'er'}.`,
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cta: 'Bokför nu',
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tone: 'primary' as const,
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icon: ArrowLeftRight,
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}
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}
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if (summary.unpaidInvoicesCount > 0) {
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return {
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href: '/invoices?status=unpaid',
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title: 'Obetalda fakturor',
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body: `${summary.unpaidInvoicesCount} st · ${formatCurrency(summary.unpaidInvoicesTotal)}`,
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cta: 'Visa fakturor',
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tone: 'primary' as const,
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icon: Receipt,
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}
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}
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return {
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href: '/invoices/new',
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title: 'Allt är ikapp',
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body: 'Inga obokförda transaktioner och inga obetalda fakturor. Skicka nästa faktura?',
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cta: 'Skapa faktura',
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tone: 'neutral' as const,
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icon: CheckCircle2,
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}
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})()
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return (
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<div className="stagger-enter space-y-8">
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{!agentBuilt ? (
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/* Build-assistant hero — shown until the company has a verified
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agent_profile. Takes the hero slot so existing/migrated users get a
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clear prompt instead of a full-screen onboarding takeover. */
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<section>
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<Link href="/onboarding/agent" className="block group">
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<Card className="transition-colors hover:border-primary/50">
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<CardContent className="p-6 flex items-center gap-5">
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<div className="flex-shrink-0 h-10 w-10 rounded-lg flex items-center justify-center bg-foreground text-background">
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<MessageCircle className="h-5 w-5" />
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</div>
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2">
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<p className="font-display text-xl leading-tight">Bygg din bokföringsassistent</p>
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<Badge variant="secondary" className="uppercase tracking-wider">Beta</Badge>
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</div>
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<p className="text-sm text-muted-foreground mt-1">
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Några frågor om din verksamhet kalibrerar en assistent som föreslår bokföring åt dig.
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</p>
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</div>
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<div className="hidden sm:flex items-center gap-1.5 text-sm font-medium text-foreground group-hover:translate-x-0.5 transition-transform">
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<span>Kom igång</span>
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<ArrowRight className="h-4 w-4" />
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</div>
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</CardContent>
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</Card>
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</Link>
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</section>
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) : slim ? (
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/* Next best action — single hero card */
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<section>
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<Link href={nextBestAction.href} className="block group">
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<Card className={cn(
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'transition-colors',
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nextBestAction.tone === 'destructive' && 'border-destructive/30 hover:bg-destructive/[0.03]',
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nextBestAction.tone === 'primary' && 'hover:border-primary/50',
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nextBestAction.tone === 'neutral' && 'hover:border-primary/30',
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)}>
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<CardContent className="p-6 flex items-center gap-5">
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<div className={cn(
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'flex-shrink-0 h-10 w-10 rounded-lg flex items-center justify-center',
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nextBestAction.tone === 'destructive' && 'bg-destructive/10 text-destructive',
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nextBestAction.tone === 'primary' && 'bg-secondary text-foreground',
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nextBestAction.tone === 'neutral' && 'bg-secondary text-foreground',
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)}>
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<nextBestAction.icon className="h-5 w-5" />
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</div>
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<div className="flex-1 min-w-0">
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<p className="font-display text-xl leading-tight">{nextBestAction.title}</p>
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<p className="text-sm text-muted-foreground mt-1">{nextBestAction.body}</p>
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</div>
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<div className="flex items-center gap-1.5 text-sm font-medium text-foreground group-hover:translate-x-0.5 transition-transform">
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<span>{nextBestAction.cta}</span>
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<ArrowRight className="h-4 w-4" />
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</div>
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</CardContent>
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</Card>
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</Link>
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</section>
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) : null}
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{/* Key metrics — 4 compact cards */}
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<section>
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<div className="grid grid-cols-2 md:grid-cols-4 gap-4">
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<Card>
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<CardContent className="p-4">
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<p className="text-xs text-muted-foreground mb-2">{t('result')}</p>
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<p className={cn(
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'font-display text-xl font-medium tabular-nums leading-tight',
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summary.mtd.net >= 0 ? 'text-success' : 'text-destructive'
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)}>
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{formatLargeNumber(summary.mtd.net)}
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<span className="text-sm ml-0.5 text-muted-foreground font-normal">kr</span>
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</p>
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<p className="text-xs text-muted-foreground mt-1">
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{formatCurrency(summary.ytd.net)} {t('this_year_short')}
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</p>
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</CardContent>
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</Card>
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<Link href="/invoices?status=unpaid">
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<Card className="h-full hover:border-primary/50 transition-colors cursor-pointer">
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<CardContent className="p-4">
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<div className="flex items-start justify-between">
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<p className="text-xs text-muted-foreground mb-2">{t('to_be_paid')}</p>
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<ChevronRight className="h-3.5 w-3.5 text-muted-foreground/50" />
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</div>
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<p className="font-display text-xl font-medium tabular-nums leading-tight">
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{summary.unpaidInvoicesCount}
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{t('units') && <span className="text-sm ml-0.5 text-muted-foreground font-normal">{t('units')}</span>}
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</p>
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<p className="text-xs text-muted-foreground mt-1">
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{formatCurrency(summary.unpaidInvoicesTotal)}
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</p>
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</CardContent>
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</Card>
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</Link>
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{summary.bankBalance !== null ? (
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<Card>
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<CardContent className="p-4">
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<p className="text-xs text-muted-foreground mb-2">{t('bank_balance')}</p>
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<p className="font-display text-xl font-medium tabular-nums leading-tight">
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{formatLargeNumber(summary.bankBalance)}
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<span className="text-sm ml-0.5 text-muted-foreground font-normal">kr</span>
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</p>
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</CardContent>
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</Card>
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) : (
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<Link href="/import">
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<Card className="h-full hover:border-primary/50 transition-colors cursor-pointer">
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<CardContent className="p-4">
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<div className="flex items-start justify-between">
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<p className="text-xs text-muted-foreground mb-2">{t('bank_balance')}</p>
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<ChevronRight className="h-3.5 w-3.5 text-muted-foreground/50" />
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</div>
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<p className="text-sm font-medium text-primary">{t('connect_bank')}</p>
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</CardContent>
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</Card>
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</Link>
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)}
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<Card>
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<CardContent className="p-4">
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<p className="text-xs text-muted-foreground mb-2">{t('todo')}</p>
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<div role="status" aria-live="polite">
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{todoCount > 0 ? (
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<p className="font-display text-xl font-medium tabular-nums leading-tight text-warning-foreground">
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{todoCount}
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{t('units') && <span className="text-sm ml-0.5 text-muted-foreground font-normal">{t('units')}</span>}
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</p>
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) : (
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<div className="flex items-center gap-1.5">
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<CheckCircle2 className="h-4 w-4 text-success" />
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<p className="text-sm font-medium text-success">{t('all_done')}</p>
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</div>
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)}
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</div>
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</CardContent>
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</Card>
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</div>
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</section>
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{/* Att göra — the unified worklist. One section, every actionable item,
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same counts as the sidebar badges (lib/worklist). */}
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<AttGoraSection
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worklist={worklist}
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suggestedMatches={suggestedMatches}
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expiringBankConnections={summary.expiringBankConnections}
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staleUncategorizedCount={summary.staleUncategorizedCount}
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/>
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{/* Result — revenue / expenses (always visible) */}
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<section>
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<div className="grid md:grid-cols-2 gap-4">
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<Card>
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<CardContent className="p-6">
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<p className="text-sm text-muted-foreground mb-3">{t('revenue')}</p>
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<p className="font-display text-2xl font-medium tabular-nums leading-tight">
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{formatLargeNumber(summary.mtd.income)}
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<span className="text-base ml-1 text-muted-foreground font-normal">kr</span>
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</p>
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<p className="text-xs text-muted-foreground mt-0.5">{t('this_month')}</p>
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<div className="mt-4 pt-3 border-t border-border/30 flex items-baseline justify-between">
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<p className="text-xs text-muted-foreground">{t('this_year_block')}</p>
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<p className="text-sm font-medium tabular-nums">{formatCurrency(summary.ytd.income)}</p>
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</div>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="p-6">
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<p className="text-sm text-muted-foreground mb-3">{t('expenses')}</p>
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<p className="font-display text-2xl font-medium tabular-nums leading-tight">
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{formatLargeNumber(summary.mtd.expenses)}
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<span className="text-base ml-1 text-muted-foreground font-normal">kr</span>
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</p>
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<p className="text-xs text-muted-foreground mt-0.5">{t('this_month')}</p>
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<div className="mt-4 pt-3 border-t border-border/30 flex items-baseline justify-between">
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<p className="text-xs text-muted-foreground">{t('this_year_block')}</p>
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<p className="text-sm font-medium tabular-nums">{formatCurrency(summary.ytd.expenses)}</p>
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</div>
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</CardContent>
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</Card>
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</div>
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</section>
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{/* Upcoming deadlines */}
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{summary.deadlines && summary.deadlines.length > 0 && (
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<section>
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<UpcomingDeadlinesWidget deadlines={summary.deadlines} maxItems={8} />
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</section>
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)}
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{/* Tax todo */}
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{summary.deadlines?.some(d => d.deadline_type === 'tax' && !d.is_completed) && (
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<section>
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<TaxTodoWidget deadlines={summary.deadlines} />
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</section>
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)}
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</div>
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)
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}
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